# EUV ETF Buy Thesis Strong Despite Pullback

> EUV ETF stays buy despite 17% drop, strong fundamentals.
- Title: EUV ETF Buy Thesis Strong Despite Pullback · Seekingalpha
- Summary: EUV ETF stays buy despite 17% drop, strong fundamentals. Corgi Lithography & Semiconductor Photonics ETF remains a buy with strong fundamentals after 17%…
- Keywords: corgi lithography, semiconductor photonics, etf, tsmc, asml, lam research, 2-nanometer technology, lithography, ai infrastructure, high-performance memory, money, business
- Source: Seekingalpha — https://seekingalpha.com/article/4955716-euv-buy-thesis-remains-strong-despite-steep-pullback
- Author: Wilson Research
- Published: 2026-10-21T04:08:49+00:00
- Read time: 1 min
- Topics: corgi lithography, semiconductor photonics, etf, tsmc, asml, lam research, 2-nanometer technology, lithography, ai infrastructure, high-performance memory, money, business
## EUV ETF Buy Thesis
Corgi Lithography & Semiconductor Photonics ETF remains a Buy due to robust demand for 2-nanometer technology, advanced lithography, and automation in chip fabrication.
## Top Holdings
EUV's top holdings, TSMC, ASML, and Lam Research, are positioned to capitalize on AI infrastructure, high-performance memory, and efficiency-focused fabrication trends.
## Share Price Decline
Despite a 17% share price decline since May 2026, EUV's fundamentals remain strong, with a forward P/E of 26.13x and a lower expense ratio than peers.
## Attractive Entry Point
The recent pullback presents an attractive entry point, but investors must accept concentration and volatility risks inherent to semiconductor and AI exposure.
## Key takeaway

Corgi Lithography & Semiconductor Photonics ETF remains a buy with strong fundamentals after 17% share price decline since May 2026.